Audience: Platform admins, Marketers
Prerequisites: A saved audience, sync configuration, or journey
| Audience | Platform admins, Marketers |
| Prerequisites |
|
Templates let you reuse common logic across audiences, syncs, and journeys--helping you reduce manual setup—especially for recurring targeting strategies or multi-team workflows.
Learning objectives
After reading this article, you'll know how to:
- Create audience and sync templates
- Apply templates to new audiences, syncs, or journeys
- Standardize workflows across teams
Types of Templates
Templates are reusable components in Customer Studio. There are three types:
| Template type | What it stores | Where it’s used |
|---|---|---|
| Audience templates | Filter conditions, traits, and event logic | Audience builder |
| Sync templates | Destination, identifiers, sync frequency, and behavior | Sync setup |
| Journey templates | Workflow steps and logic | Journey builders |
Use cases
| Use case | Example |
|---|---|
| Standardized targeting | Create an audience template for “High-value cart abandoners” used across channels |
| Faster setup | Prefill sync fields for destinations with consistent matching settings |
| Cross-team coordination | Let marketers safely reuse logic built by analysts or engineers |
Create an audience template
-
Go to Customer Studio → Templates → Audience templates
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Click Add audience template
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Select a parent model
-
Define filters, traits, or events like you would when building a normal audience
- Leave blank fields where customization is expected—users will be prompted to fill these when applying the template
-
Name the template and optionally add a description
-
Click Finish
Apply an audience template
To use an audience template:
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Go to Customer Studio → Audiences
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Click Add Audience and select a parent model
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Open the 3-dot menu and click Add a template (or select a template beneath Start with an audience template)
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Select a template with a matching parent model
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Fill in any required blanks (highlighted in blue)
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Save and finish editing as needed
Create a sync template
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Go to Customer Studio → Templates → Sync templates
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Click Add sync template
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Choose a parent model
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Select a destination and configure sync settings:
-
Complete and save the template
Create a journey template
- Go to Customer Studio → Templates → Journey templates
- Click Add a journey template
- Select a parent model
- Enter a template name and optional description
- Click Create template
Best practices
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Use templates for commonly used audiences, especially suppression groups or VIP cohorts
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Leave placeholders in audience templates where campaign owners should customize filters
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Use sync templates to enforce consistent identifiers and opt-out handling across destinations
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Name templates clearly by purpose (e.g., “Klaviyo cart abandon sync” or “Loyalty email segment”)